Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 01 04 2022 To 31 03 2023
Section A Reference and administration details
Charity name[St. Michael’s Antiochian Christian Orthodox Parish, Stoke-on-] Trent Other names charity is known by Registered charity number (if any) 1165646 Charity's principal address Church of the Resurrection Red Bank Stoke-on-Trent Postcode ST3 4PD
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Father Samuel Carter |
||||
| Mrs Irene Dobson | ||||
| Mrs Kim Carson | ||||
| Mr Norman Davies | ||||
| Mr Roger Makings | ||||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | ||||
| Name | Dates acted if not for whole year | |||
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March 2012
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Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Section B Structure, governance and management
Description of the charity’s trusts
Trust Deed Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Appointed by Fr Samuel Carter and agreed by Trustees in office Trustee selection methods
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
To promote the Christian Religion, the advancement of education, the relief of poverty and such other charitable objectives as the Trustees may from time to time decide.
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Provision of a church for worship ministrations, holy sacraments and teachings in full accord and unity with the doctrines, rules, ritual, chant, canon law, faith, practice, discipline traditions and usage of the Antiochian Orthodox Church, its history and religious culture.
Support of Food Banks, homeless charities, integration of ethnic Orthodox into our community
Ministry to prisons and hospitals
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Ministry to the housebound and elderly
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
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Section D Achievements and performance
As detailed in C. Summary of the main achievements of the charity Holy Baptisms ... 25 during the year Chrismations … 3 Funerals ... 3 Marriages … 3 Sunday attendance average … 70
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Section E Financial review
Brief statement of the charity’s policy on reserves
The policy of the charity is to maintain a year’s expenses in reserve, as well as make the necessary provision for the care and maintenance of the church buildings.
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Fr Samuel Full name(s) Father Samuel Carter Position (eg Secretary, Chair, Chairman etc) Date 08/07/2023
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March 2012
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documents@businessenginer 03/10/2023 2:46:54 PM BST 92.10.76.6 oom.com frsamuel@fastmail.net 03/10/2023 4:31:27 PM BST 5.62.43.247 frsamuel@fastmail.net 03/10/2023 4:33:06 PM BST 5.62.43.247 frsamuel@fastmail.net 03/10/2023 4:33:06 PM BST 5.62.43.247
| St. Michael's Antiochian Orthodox Parish, | St. Michael's Antiochian Orthodox Parish, | 1165646 | ||
|---|---|---|---|---|
| Stoke-on-Trent | ||||
| Receipts andpayments accounts | CC16a | |||
| 01/04/2022 Period start date For the period from |
To | 31/03/2023 Period end date |
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 43,701 4,973 148 - - - 48,822 - - - 48,822 - 797 32,250 4,200 - - - - 37,246 - - - 37,246 11,576 67,835 79,410 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - 1,625 1,625 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 43,701 4,973 148 - - - - - 48,822 - - - 48,822 - 797 - 32,250 4,200 - - - - 37,246 - - - 37,246 11,576 |
Last year to the nearest £ |
|
| Voluntaryreceipts | 43,701 | 58,176 | ||||
| Activities forgeneratingfunds(trading) | 4,973 | 2,827 | ||||
| Investment dividends/interest | 148 | 6 | ||||
| Charitable activities | - | |||||
| Other receipts | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
48,822 |
61,009 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | - | |||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| 61,009 | ||||||
| Costs ofgeneratingvoluntaryreceipts | - | - | ||||
| Fundraisingcosts(trading) | 797 | 989 | ||||
| Investment management costs | - | |||||
| Costs of charitable activities | 32,250 | 58,276 | ||||
| Governance costs | 4,200 | 4,200 | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 37,246 | 63,465 | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| Leasehold improvements | - | - | ||||
| Church assets | - | - | ||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| 63,465 | ||||||
| 11,576 | - | - |
11,576 | - 2,456 | ||
| - | - | - | ||||
| 67,835 | 1,625 | - | 69,460 | 71,916 | ||
| 79,410 | 1,625 | - | 81,035 | 69,460 |
CCXX R1 accounts (SS)
05/07/2023
1
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Church assets Leasehold improvements Details Total cash funds (agree balances with receipts and payments account(s)) Details Bank and cash in hand Details Signature Trade Creditors |
Unrestricted funds to nearest £ |
Endowment funds to nearest £ |
||
| 79,410 | 1,625 | - | |||
| - | - | - | |||
| - | - | - | |||
| 79,410 | 1,625 | - | |||
| OK | |||||
| Endowment funds to nearest £ |
|||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| Current value (optional) |
|||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| Current value (optional) |
|||||
| 6,260 | |||||
| 8,935 | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| When due (optional) |
|||||
| Date of approval |
|||||
| Father Samuel Carter | 08/07/2023 | ||||
CCXX R2 accounts (SS)
05/07/2023
2
Audit Trail
DigiSigner Document ID: 9a7c698b-07c8-41d7-974a-3ea535b54fca
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03/10/2023 2:45:22 PM BST 03/10/2023 2:45:52 PM BST 03/10/2023 2:46:05 PM BST 03/10/2023 2:46:33 PM BST 03/10/2023 4:33:31 PM BST 03/10/2023 4:34:40 PM BST 03/10/2023 4:34:40 PM BST
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of
Charity Name
St Michael’s Antiochian Orthodox Parish, Stoke-on-Trent
On accounts for the year 31.3.23 Charity no 1165646 ended (if any) Set out on pages 1-2 (remember to include the page numbers of additional sheets)
Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity’s trustees consider that an audit is not required for this year trustees and examiner under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. ~~[The charity~~ ’ ~~s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of [named body]]~~ . Delete [ ] if not applicable.
It is my responsibility to:
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examine the accounts under section 145 of the Charities Act,
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to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
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to state whether particular matters have come to my attention.
Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
IER
December 2017
1
Independent examiner's statement
In connection with my examination, no material matters have come to my attention ~~(other than that disclosed below *)~~ which gives me cause to believe that in, any material respect,:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
Date: 05/07/2023 Signed: Name: Alice Davidchack Relevant professional Chartered Management Accountant qualification(s) or body (if any): Address: Castle Cavendish Business Centre, Dorking Road, Nottingham, NG7 5PN
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
IER
December 2017
2
Give here details of any items that the examiner wishes to disclose .
IER
December 2017
3